Purchases and Sales Made in Q3 2023 in Invesco Et Sf Idxd Fd Tr Bulle (BSJP)
This table provides information about the institutional ownership of Invesco Et Sf Idxd Fd Tr Bulle (BSJP) during Q3 2023. The information is specifically focused on institutions that hold shares of INVESCO ET SF IDXD FD TR BULLE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-360- 2.74% |
$8.07K - $8.18K
|
12.8K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-538- 5.65% |
$12.1K - $12.2K
|
8.99K
$207K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-645- 2.31% |
$14.5K - $14.7K
|
27.2K
$629K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-887- 1.04% |
$19.9K - $20.2K
|
84.7K
$1.95M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.36K- 12.09% |
$30.5K - $31K
|
9.91K
$229K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.55K- 3.11% |
$34.7K - $35.2K
|
48.2K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 10.32% |
$35.9K - $36.4K
|
13.9K
$321K
|
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.89K- 14.1% |
$42.4K - $43K
|
11.5K
$266K
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.97K- 2.94% |
$44.1K - $44.7K
|
65K
$1.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2.23K- 12.56% |
$50K - $50.7K
|
15.5K
$358K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.35K- 5.05% |
$52.7K - $53.4K
|
44.2K
$1.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.39K- 0.78% |
$53.7K - $54.4K
|
303K
$6.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.5K- 91.27% |
$56.1K - $56.8K
|
239
$5.51K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.78K- 4.67% |
$62.4K - $63.2K
|
56.7K
$1.31M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.64K- 11.92% |
$81.6K - $82.7K
|
26.9K
$620K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.81K- 42.63% |
$85.5K - $86.7K
|
5.13K
$118K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-4.11K- 5.6% |
$92.2K - $93.4K
|
69.3K
$1.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-4.61K- 20.92% |
$103K - $105K
|
17.4K
$402K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-5.17K- 4.59% |
$116K - $117K
|
107K
$2.48M
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-5.27K- 12.75% |
$118K - $120K
|
36.1K
$832K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.77K- 4.89% |
$174K - $177K
|
151K
$3.48M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-20.2K- 3.76% |
$452K - $458K
|
516K
$11.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-31.1K- 55.08% |
$698K - $708K
|
25.4K
$586K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-51.9K- 32.3% |
$1.16M - $1.18M
|
109K
$2.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-59.4K- 53.42% |
$1.33M - $1.35M
|
51.8K
$1.19M
|
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-84.9K- 37.33% |
$1.9M - $1.93M
|
143K
$3.29M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-102K- 93.87% |
$2.3M - $2.33M
|
6.7K
$154K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-105K- 12.73% |
$2.35M - $2.38M
|
717K
$16.5M
|